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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,216 | $65,092-96.6% | $143,799-98.5% | $66,938-96.7% |
| Participation rate | 26.4% | 65.2%-38.8pp | 80.3%-53.9pp | 69.8%-43.4pp |
| Annual return | -8.63% | -11.14%+2.5pp | -0.04%-8.6pp | 1.58%-10.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $831 | $2,920-71.5% | $5,638-85.3% | $4,238-80.4% |
| Admin fee / account holder | $8 | $502-98.3% | $14,677-99.9% | $594-98.6% |